IWS
Insight Wealth Strategies’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
7,954
+112
| +1% | +$5.39K | 0.05% | 130 |
|
|
2025
Q1 | $327K | Sell |
7,842
-309
| -4% | -$12.9K | 0.04% | 131 |
|
|
2024
Q4 | $358K | Buy |
8,151
+359
| +5% | +$15.8K | 0.05% | 128 |
|
|
2024
Q3 | $309K | Buy |
+7,792
| New | +$309K | 0.04% | 141 |
|
|
2024
Q2 | – | Sell |
-7,546
| Closed | -$286K | – | 158 |
|
|
2024
Q1 | $286K | Buy |
+7,546
| New | +$286K | 0.04% | 148 |
|
|
2022
Q1 | – | Sell |
-4,547
| Closed | -$202K | – | 156 |
|
|
2021
Q4 | $202K | Buy |
+4,547
| New | +$202K | 0.03% | 150 |
|
|
2020
Q1 | – | Sell |
-6,216
| Closed | -$219K | – | 156 |
|
|
2019
Q4 | $219K | Buy |
+6,216
| New | +$219K | 0.05% | 190 |
|
|
2019
Q2 | – | Sell |
-7,299
| Closed | -$201K | – | 159 |
|
|
2019
Q1 | $201K | Buy |
+7,299
| New | +$201K | 0.06% | 132 |
|